At Patriot Financial Solutions our goal is to help you achieve both your short and long - term financial goals. Doing this requires a process that we stick to with every client.
Where are we now?
We will conduct a comprehensive financial profile that helps us determine your current financial situation, your comfort level in regards to investing, and what your ultimate goals are. Remember, we can’t figure out where we are going without knowing where we are starting.
How do we get there?
This is where we do the “nerd” work. During this stage of the process, we will develop a variety of comprehensive strategies that meet your needs. We will work together to implement these strategies and recommendations.
Are we on course?
In order to make sure that we have chosen the correct path for you, we have to monitor the course and make adjustments as needed. Communication is an integral part of the process. At Patriot, we strive to be in contact with you at a minimum of 4 times per year. The investment world is ever changing. By having consistent communication, we can monitor and adjust your plan accordingly.
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Bryan is an Investment Advisor Representative of and offers advisory services through Dominion Portfolio Management, Inc., A Registered Investment Advisor
Bryan is a Registered Representative of and offers securities through Dominion Investor Services, Inc., Member FINRA and SIPC